Greg MacIntosh CFP® CLU® CHS® EPC®587-855-6836
Greg MacIntosh has worked as a dedicated financial professional since 1993 and is licenced in both Alberta and British Columbia. With a firm belief and value of ongoing education, Greg has achieved numerous designations, and has earned several honors for his productivity and professionalism. He is a Life Qualifying Member of the Million Dollar Round Table; universally regarded as the standard of excellence in the Financial Advisory Industry. He has been quoted in the media such as Globe and Mail for his insights into the industry and has spoken to industry and business owner groups on numerous occasions.
As a leader in comprehensive financial planning, Greg focuses on individuals and business owners in the areas of Wealth, Health and Legacy strategies. With financial planning as the core focus and key competency at Statera Financial Planners, Greg believes firmly that planning is a key element to accumulating and preserving wealth while simultaneously managing risk effectively. Greg believes personal finance is more personal than finance.
Greg also advises businesses on how to maximize wealth, capture opportunities and design cost effective employee benefits plans that also act as valuable human resource tools. When Greg is away from the office, he is involved with the local soccer association as a director and a volunteer licensed coach. He has been honored as a St. Albert Volunteer Citizen of the Year.